Retirement plan
LLNS DEFINED BENEFIT PENSION PLAN
LAWRENCE LIVERMORE NATIONAL SECURITY LLCEIN 20-5624386Plan #003PY 2017
Other plans on this EIN
2 filingsProspect flagsHigh retiree %Low employer contributionLow participant contribution
Filing contacts
From the Form 5500, federal recordPlan administrator entity
LLNS BENEFITS AND INVESTMENT COMMITTEE
EIN 205624386
7000 EAST AVENUE, MAIL STOP L-640 · LIVERMORE, CA 94550
(925) 424-5085Summary metrics
Total assets (EOY)
$3419.1M
-6.3% from 2016
Total participants
3,605
+0.1% from 2016
Average account balance
$0
No prior year
Annual return
20.68%
-9.57 pp from 2016
Benchmarks
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined benefit
Participants1,000-4,999
Cohort32 peers
Snapshot2017
19
Participant deferral / active EE
$9,638
median $535
19
Employer contribution / active EE
$9,961
median $17,597
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
0
Admin fee / account holder
$0
94
Annual return
20.68%
median 11.71%
Overall peer rank
44of 100
44th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$3.86B
Average account balance
Total assets / participants with a balance (line 6g)
$1.1M
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
2,443
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$122.59M
Contributions per participant
Average employer and participant contribution per enrolled participant
$109K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+0.12%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Enrolled actuary
1 attachment
SB
LAURA C. DALZELL
TOWERS WATSON DELAWARE INC.
Enrollment #1707044
345 CALIFORNIA STREET
SUITE 2000
SAN FRANCISCO, CA 941042612
(415) 733-4327
Signed 2018-09-07
Top hat statement on fileNQDC
Filed January 26, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes1A1B3F
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1BBenefits are primarily flat dollarBenefits are primarily a flat dollar amount (including a dollar amount per year of service).
- 3FLeased employeesPlan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
Opportunity flags
3 tripped
- OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
- OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
- InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Audit opinion
Schedule H Part III
Disclaimer opinion
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
- Auditor firm
- MOSS ADAMS
- Auditor EIN
- 910189318
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer